AA

Apriem Advisors Portfolio holdings

AUM $941M
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$445M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$9.68M
3
+$4.98M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$4.39M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.95M

Top Sells

1
+$20.7M
2
+$10.9M
3
+$4.84M
4
DBL
DoubleLine Opportunistic Credit Fund
DBL
+$4.43M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$3.13M

Sector Composition

1 Communication Services 6.21%
2 Technology 5.59%
3 Healthcare 4.82%
4 Financials 4.23%
5 Energy 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$203K 0.05%
3,640
-520
127
$200K 0.04%
+2,980
128
$195K 0.04%
2,912
129
$194K 0.04%
+4,450
130
$193K 0.04%
14,450
-5,250
131
$193K 0.04%
3,048
-425
132
$183K 0.04%
987
-1,258
133
$181K 0.04%
+2,271
134
$180K 0.04%
+1,731
135
$180K 0.04%
+2,305
136
$176K 0.04%
+7,250
137
$166K 0.04%
+1,791
138
$165K 0.04%
1,235
-239
139
$162K 0.04%
+3,710
140
$156K 0.04%
+3,518
141
$155K 0.03%
1,919
-250
142
$153K 0.03%
+2,350
143
$150K 0.03%
+3,326
144
$146K 0.03%
+6,000
145
$137K 0.03%
+5,732
146
$137K 0.03%
+1,530
147
$133K 0.03%
+847
148
$130K 0.03%
+3,440
149
$130K 0.03%
+3,032
150
$128K 0.03%
+581
4 5
6
7 8